Q3 Estimated Tax Payments Are Coming Up
Q3 estimated tax payments will be due soon, on September 15. If you need to make a payment, we recommend paying electronically through IRS Direct Pay, EFTPS, or your IRS Online Account. For state payments, most states also offer online … Read more…
The Most Dangerous Number in Your Dental Practice
Many dentists make financial decisions using a single number: Their bank account balance. The logic seems reasonable. Collections were strong, payroll cleared, and there’s plenty of cash in the operating account. Things must be going well. The problem is that … Read more…
Understanding the New 2026 Charitable Deduction Rules
For the first time in years, taxpayers who don’t itemize can still receive a tax benefit for charitable giving. What’s new If you take the standard deduction, you can now deduct: This deduction applies only to cash donations made directly … Read more…
401(k) Catch Up Contributions Are Changing in 2026: What You Need to Know
Significant changes are coming in 2026 for high earning workers who make 401(k) catch‑up contributions to their employer retirement plans. These updates, which were created under the SECURE 2.0 Act of 2022, continue a broader legislative trend that encourages the … Read more…
EV Plug-in Credit Set to Expire on June 30, 2026: Have You Claimed Your Credit?
A looming deadline is coming for anyone thinking about adding a charging station to their personal residence or for their dental practice. As we see electric vehicles become more and more popular on the roadways, charging stations will soon gravitate … Read more…
Maximizing Tax Efficiency Through Qualified Opportunity Zone Investments: A Strategic Perspective from Your CPA Advisors
As tax professionals, we know that effective investing is about more than market performance — it’s about structuring your financial decisions to minimize tax exposure and maximize long‑term value. Qualified Opportunity Zone (QOZ) investments may offer certain tax advantages for … Read more…
Event Recap: Top 10 Ways to Recession-Proof Your Practice
The evening of May 7th, we had the pleasure of hosting our Client Appreciation Evening at Harder Day Café in Lake Oswego alongside our partners at Columbia Bank Healthcare. It was a great opportunity to spend time with our healthcare … Read more…
When Tax Strategy Meets Life Strategy: Why CPAs and Investment Advisors Must Work Side by Side
Most people experience their financial lives in fragments. Taxes are handled by one professional. Investments by another. Retirement planning sits in a separate silo. Estate planning lives in yet another binder, often unopened. Each advisor may be competent, even excellent, … Read more…
The Dental Practice Life Cycle: Navigating the Purchase and Early Growth Years
Purchasing or starting a dental practice is one of the most rewarding steps in a dentist’s career and one of the most demanding. Almost overnight, clinical responsibilities are joined by the realities of ownership: managing cash flow, overseeing staff, making … Read more…
Why Dentists Should Raise Their Fees in 2026: A CPA’s Perspective
Let me share a story I hear all the time from dental clients. A dentist calls me in frustration: “I’m working harder than ever, but my profits keep shrinking. Where is all the money going?” After reviewing their numbers, the … Read more…
